A Bucket Plan to Go with Your Bucket List

The Baby Boomers have re-defined everything they’ve touched, from music to marriage to parenting and more lately what “old” means — 60 is the new 50! Longer, healthier living, however, can put greater stress on the sustainability of retirement...

How to Manage COVID-19-Related Business Risks

The coronavirus (COVID-19) outbreakhas had a crippling effect on the global economy. This is clearly uncharted territory. As millions around the globe do their best to minimize their exposure to the virus, business owners and managers face an uncertain and stressful...

Considering a Business Relocation?

When the wind is at your back, you can afford to endure a relatively high cost structure and intangible negatives associated with where you operate your business. However, good times don’t last forever and the idea of relocating your company to a more favorable...

Before December 31st, Think About Your IRA

Is converting a traditional IRA to a Roth IRA a good idea for you? At first glance, a Roth IRA may not seem worthwhile. You cannot deduct Roth IRA contributions in the current year, while you can make tax-deductible contributions to a traditional IRA if you meet the...